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Microsoft Dynamics 365 CRM + Workamajig

Microsoft Dynamics 365 CRM + Workamajig

Microsoft Dynamics 365 CRM + Workamajig integrations

Create new Workamajig companies from Microsoft Dynamics 365 CRM contacts

Streamline your data management process by connecting Microsoft Dynamics 365 CRM and Workamajig with this efficient workflow. When a new contact is added in Microsoft Dynamics 365 CRM, it instantly creates a corresponding company in Workamajig, simplifying data entry and promoting seamless communication among your teams. Say goodbye to manual data transfers and duplicate entries, and enjoy a more organized system.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Company
    Create Company
    Create CompanyCreates a new company.
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More things you can do with Microsoft Dynamics 365 CRM and Workamajig

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Workamajig

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
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    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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About Workamajig
Workamajig Creative Manager now allows you to add contacts, companies, opportunities and activities to the CRM module.
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